Funeral Planner & Guidebook

Funeral Planner & Guidebook

A Comprehensive Workbook and Guide to Plan a Funeral After a Loss

The Ultimate Client Care & Referral Asset for Your Business

Provide grieving families with a premium, structural funeral planner guidebook. Increase client retention, protect your brand authority, position your firm as an empathetic leader, and ensure you're the one they go to when it's time to execute their plans.

Funeral Planner & Guidebook

A Comprehensive Workbook and Guide to Plan a Funeral After a Loss

The Ultimate Client Care and
Referral Asset for Your Business

Provide grieving families with a premium, structural funeral planner guidebook. Increase client retention, protect your brand authority, position your firm as an empathetic leader, and ensure you're the one they go to when it's time to execute their plans.

What Is The Funeral Planner & Guidebook?

This premium, 123 page logistical workbook is a physical asset designed to be gifted by professionals to families navigating an immediate loss, or distributed to clients who want a proactive roadmap to protect their children.

What It Does For Families

It serves as a clear, step-by-step roadmap to plan a funeral, and document estate information. From a checklist for the first 24 hours, through writing a eulogy, this funeral planner will guide your client through their crisis.

How it Drives New Revenue

The book bridges the gap between logistical chaos and your professional services. It prompts families to secure final arrangements, guiding readers directly back to your business to purchase immediate packages, coordinate estate administration, or manage inherited assets.

Why It's a Powerful Referral Engine

When a loss occurs, families fill this out together around the kitchen table. Having your custom-branded logo on the cover positions your business as the trusted anchor during a crisis, putting your name at the center of critical, multigenerational discussions.

Why It's A Lasting Brand Asset

It replaces forgettable promotional marketing with a deeply empathetic, tangible resource. It protects your local reputation and ensures yours is the very first phone number the family calls when it is time to execute their plans.

Why It's a Powerful Referral Engine

When a loss occurs, families fill this out together around the kitchen table. Having your custom-branded logo on the cover positions your business as the trusted anchor during a crisis, putting your name at the center of critical, multigenerational discussions.

Why It's A Lasting Brand Asset

It replaces forgettable promotional marketing with a deeply empathetic, tangible resource. It protects your local reputation and ensures yours is the very first phone number the family calls when it is time to execute their plans.

What It Does For Families

It serves as a clear, step-by-step roadmap to plan a funeral, and document estate information. From a checklist for the first 24 hours, through writing a eulogy, this funeral planner will guide your client through their crisis.

How it Drives New Revenue

The book bridges the gap between logistical chaos and your professional services. It prompts families to secure final arrangements, guiding readers directly back to your business to purchase immediate packages, coordinate estate administration, or manage inherited assets.

Inside the Funeral Planner

Elegantly designed layouts meets highly functional organization

(Click any image to view it larger)

How Firms Use Our Funeral Planner

And How to Maximize It to Impact Your Bottom Line

Law Firms & Financial Institution Strategies

Strategy 1: The COI Referral Engine (Gifting to Funeral Homes)
The Workflow: Gift a wholesale case pack of your co-branded guidebooks directly to a local upscale funeral home.

The Play: Funeral homes want to look as supportive and comprehensive as possible to the grieving families they serve. By gifting them these guidebooks, you give them a premium resource they can pass on to families during arrangement meetings.

The Bottom Line: Because your firm's name and logo sit proudly on the cover and inside pages, the family immediately associates your firm with the structural order they desperately need.

This positions you as the definitive local authority to handle the complex legal estate and probate administration that follows.
Strategy 2: The COI Review-Protection Loop (Partnering with Nursing Homes)
The Workflow: Partner with a local nursing home administrator or social director to provide guidebooks for their resident’s families.

The Play: When a resident passes, families are highly emotional, which is when reactive, negative online reviews often happen. By funding these books for the facility, you allow them to provide immediate structural relief during a crisis, de-escalating emotional tension and protecting the facility's online reputation.

The Bottom Line: As the family navigates the physical workbook to settle their loved one’s affairs, your co-branded info sits at the center of the table, making your firm the natural choice to hire for the ensuing estate settlement.
Strategy 3: The Low-Barrier Client Acquisition Tool (Workshop Giveaway)
The Workflow: Run a local advertisement or educational workshop offering the workbook as a premium incentive.

The Play: Give the guidebook away entirely for free, but only to prospective clients who attend your educational seminar, sit through a webinar, or complete a strategy/discovery session.

The Bottom Line: A beautiful, 123 page physical book carries immense perceived value. Offering it as a complimentary gift for attendance completely eliminates friction, driving record-breaking registration and booking rates for your practice.
Strategy 4: The Funeral Planning Workshop (The Long Game)
The Workflow: Run a local advertisement for a funeral pre-planning workshop.

The Play: Throw a workshop using our pre-made Powerpoint or Keynote (with scripts) where you walk the attendees through pre-completing the funeral planner. At the end of the workshop, encourage them to give the completed planners to their beneficiairies. When the attendee passes, their children will have a guide that carries them through the process.

The Bottom Line: With your name and logo on the front cover, the beneficiaries begin to build brand recognition, and you’re the one they call for help with the estate.
Strategy 5: The Multigenerational Retention Tool (The Client Gift)
The Workflow: Include a co-branded guidebook inside the final estate package delivered to your clients. Instruct them to fill it out completely and explicitly share its location with their adult children.

The Client Script: "As a gift to you, we are including this structured funeral planner. You pre-fill it with your information and then give it to your children. When you pass, it will walk your loved ones step-by-step through the entire funeral and account logging process, ensuring you leave behind a beautiful legacy, not a logistical headache."

The Bottom Line: When a client passes, adult children frequently hire a different firm simply because they have no relationship with their parents' attorney or advisor. This guidebook bridges that exact gap. Your firm’s logo and name sit right on the cover of the book at the kitchen table when the family gathers to handle the estate, ensuring the next generation retains the firm their parents trusted.
Strategy 6: The High-Converting Digital Opt-In (Website Lead Magnet)
The Workflow: Add our custom-branded guidebook in exchange for opting in to your newsletter or scheduling a consultation.

The Play:Offer the workbook as a premium resource to visitors who submit their name, email, and phone number.

The Bottom Line: An asset this thorough captures high-intent, qualified leads actively looking into estate logistics. It builds a powerful subscriber list of prospective clients you can nurture directly into paid consultations.

Funeral Homes & Death Care Industry Strategies

Strategy 1: The Direct Retail Add-In & Pre-Need Package Accelerator
The Workflow: Display the guidebook beautifully on an upscale stand right at your front reception desk, arrangement rooms, or pre-need consultation offices.

The Play: Offer the guidebook as a standalone cash-and-carry retail purchase, or seamlessly wrap the cost directly into your standard "Pre-Arrangement" package fee structures as a premium, tangible differentiator.

The Bottom Line: It generates high-margin, immediate auxiliary revenue for your front office while giving families an indispensable, practical tool that brings absolute structural relief during a crisis.
Strategy 2: The Pre-Need Package Accelerator (The Ultimate Closing Value-Add)
The Workflow: Include a custom-branded copy of the guidebook as an exclusive, complimentary gift for every family that locks in a pre-need insurance or funeral plan or pre-funded burial contract.

The Play: When families are proactively pre-planning their funerals, they often struggle to bridge the gap between "paying for the service" and "organizing their actual life details" for their kids. By handing them this workbook the moment they sign a contract, you give them a physical reward that answers the question: *'What do my kids do next?'*

The Bottom Line: It serves as a high-value incentive that drives higher closing rates for your pre-need counselors, transforming a standard sales contract into a comprehensive family legacy package.
Strategy 3: Educational Outreach (Death Cafés & Community Seminars)
The Workflow: Host, sponsor or supply guidebooks to local Death Cafés, senior centers, or local community centers hosting open discussions on end-of-life preparation.

The Play: Modern consumers are actively seeking open, taboo-free environments to discuss and plan for the inevitable. Providing this guidebook at these highly popular community workshops gives attendees a physical, non-threatening starting point to take home and fill out around the kitchen table.

The Bottom Line: It positions your brand as a progressive, modern, and deeply compassionate leader in the community, driving high-intent leads back to your firm when these families are ready to finalize their formal arrangements.
Strategy 4: The Holistic Care Integration (Partnering with Death Doulas & Coaches)
The Workflow: Equip local end-of-life doulas, eldercare consultants, and bereavement coaches with co-branded guidebooks to include in their holistic client packages.

The Play: Death doulas and coaches are hired to bring peace, emotional comfort, and structural order to families navigating a terminal diagnosis or active transition. By utilizing this workbook, they have a tangible, step-by-step framework to help families document final wishes and organize accounts calmly, rather than in a state of sudden panic.

The Bottom Line: It gives the doula a premium, practical tool that elevates their consulting practice, while seamlessly embedding your firm's branding into a deeply meaningful, highly supportive pre-planning experience, ensuring you're the first one they think of when the loss occurs.
Strategy 5: The Pre-Planning Workshop Strategy (Interactive Community Education)
The Workflow: Host engaging, interactive community workshops or seminars using our pre-made PowerPoint or Keynote presentation to guide attendees step-by-step through pre-filling their guidebooks.

The Play: By helping attendees document their wishes in real time, you provide immense upfront value and demystify the intimidating process of final arrangements. Instruct attendees to pass the completed book down to their children or chosen beneficiaries. This ensures that when the time comes, the next generation is handed a clear, stress-free roadmap with your logo prominently on the cover.

The Bottom Line: It positions your brand as a modern, transparent, and compassionate educator in the community while building an organic, multi-generational referral loop that naturally directs the family back to your funeral home when it is time to execute the arrangements.

Nursing Homes, Senior Living, & Hospice Facility Strategies

Strategy 1: The Immediate Care & Review-Protection Loop
The Workflow: Equip your social directors, case workers, and bereavement counselors with case packs of the guidebook.

The Play: When a resident passes or transitions to end-of-life care, families are highly emotional and overwhelmed, which is the primary window where friction and negative online reviews occur.

Handing the family this deeply supportive, practical guidebook provides immediate structural relief, maps out the overwhelming logistics of the next 48 hours+, and showcases a massive level of administrative empathy.

The Bottom Line: By guiding a family through a crisis with tangible order, you protect your facility’s hard-earned digital reputation, de-escalate tension, and give families a deeply comforting tool during their hardest hours.
Strategy 2: Auxiliary Front-Office Revenue (Direct Retail)
The Workflow: Place a prominent, clean display of the guidebooks at your main reception desks, family waiting rooms, or billing offices.

The Play: Offer the workbook as a direct cash-and-carry item for resident families looking to proactively organize their loved one's accounts, insurance details, and personal histories before a crisis hits.

The Bottom Line: It acts as a seamless, high-margin revenue generator for your administrative department while delivering immediate, practical organizational value to the families in your care.
Strategy 3: The Preferred Community Partner Network (Corporate Sponsorship)
The Workflow: Invite a trusted local estate planning attorney or financial advisor to fully fund or co-sponsor your guidebook orders.

The Play: Local legal and financial professionals are constantly looking for ways to get their brand in front of families in transition. By letting a preferred local partner purchase or co-brand these case packs for your facility, you eliminate your own marketing/administrative overhead entirely.

The Bottom Line: Your facility gets to hand out a premium, deeply empathetic retail asset to families completely for free, enhancing your patient care packages while building an elite professional referral network, and helping to ensure you receive glowing reviews.
Strategy 4: The Resident Pre-Planning Workshop (Proactive Family Care)
The Workflow: Host interactive end-of-life planning workshops for your residents and their families using our pre-made PowerPoint presentation.

The Play: When a crisis occurs, grieving families are often forced to make sudden, stressful choices, which can lead to friction, miscommunication, and negative reviews for your facility. By guiding residents to pre-fill their workbooks ahead of time, you give families a clear, comforting roadmap. Residents are instructed to share the completed book with their designated healthcare proxies or heirs, ensuring everyone is on the same page long before a transition occurs.

The Bottom Line: It dramatically lessens the likelihood of negative reviews by replacing chaotic, high-stress situations with organized, peaceful transitions. This proactive approach protects your facility's reputation, reduces the logistical burden on your staff, and provides a deeply compassionate service that sets your community apart.

How Firms Use
Our Funeral Planner

And How to Maximize It
to Impact Your Bottom Line

Law Firms and Financial
Institution Strategies

Strategy 1: The COI Referral Engine (Gifting to Funeral Homes)
The Workflow: Gift a wholesale case pack of your co-branded guidebooks directly to a local upscale funeral home.

The Play: Funeral homes want to look as supportive and comprehensive as possible to the grieving families they serve. By gifting them these guidebooks, you give them a premium resource they can pass on to families during arrangement meetings.

The Bottom Line: Because your firm's name and logo sit proudly on the cover and inside pages, the family immediately associates your firm with the structural order they desperately need.

This positions you as the definitive local authority to handle the complex legal estate and probate administration that follows.
Strategy 2: The COI Review-Protection Loop (Partnering with Nursing Homes)
The Workflow: Partner with a local nursing home administrator or social director to provide guidebooks for their resident’s families.

The Play: When a resident passes, families are highly emotional, which is when reactive, negative online reviews often happen. By funding these books for the facility, you allow them to provide immediate structural relief during a crisis, de-escalating emotional tension and protecting the facility's online reputation.

The Bottom Line: As the family navigates the physical workbook to settle their loved one’s affairs, your co-branded info sits at the center of the table, making your firm the natural choice to hire for the ensuing estate settlement.
Strategy 3: The Low-Barrier Client Acquisition Tool (Workshop Giveaway)
The Workflow: Run a local advertisement or educational workshop offering the workbook as a premium incentive.

The Play: Give the guidebook away entirely for free, but only to prospective clients who attend your educational seminar, sit through a webinar, or complete a strategy/discovery session.

The Bottom Line: A beautiful, 123 page physical book carries immense perceived value. Offering it as a complimentary gift for attendance completely eliminates friction, driving record-breaking registration and booking rates for your practice.
Strategy 4: The Funeral Planning Workshop (The Long Game)
The Workflow: Run a local advertisement for a funeral pre-planning workshop.

The Play: Throw a workshop using our pre-made Powerpoint or Keynote (with scripts) where you walk the attendees through pre-completing the funeral planner. At the end of the workshop, encourage them to give the completed planners to their beneficiairies. When the attendee passes, their children will have a guide that carries them through the process.

The Bottom Line: With your name and logo on the front cover, the beneficiaries begin to build brand recognition, and you’re the one they call for help with the estate.
Strategy 5: The Multigenerational Retention Tool (The Client Gift)
The Workflow: Include a co-branded guidebook inside the final estate package delivered to your clients. Instruct them to fill it out completely and explicitly share its location with their adult children.

The Client Script: "As a gift to you, we are including this structured funeral planner. You pre-fill it with your information and then give it to your children. When you pass, it will walk your loved ones step-by-step through the entire funeral and account logging process, ensuring you leave behind a beautiful legacy, not a logistical headache."

The Bottom Line: When a client passes, adult children frequently hire a different firm simply because they have no relationship with their parents' attorney or advisor. This guidebook bridges that exact gap. Your firm’s logo and name sit right on the cover of the book at the kitchen table when the family gathers to handle the estate, ensuring the next generation retains the firm their parents trusted.
Strategy 6: The High-Converting Digital Opt-In (Website Lead Magnet)
The Workflow: Add our custom-branded guidebook in exchange for opting in to your newsletter or scheduling a consultation.

The Play:Offer the workbook as a premium resource to visitors who submit their name, email, and phone number.

The Bottom Line: An asset this thorough captures high-intent, qualified leads actively looking into estate logistics. It builds a powerful subscriber list of prospective clients you can nurture directly into paid consultations.

Funeral Homes & Death Care
Industry Strategies

Strategy 1: The Direct Retail Add-In & Pre-Need Package Accelerator
The Workflow: Display the guidebook beautifully on an upscale stand right at your front reception desk, arrangement rooms, or pre-need consultation offices.

The Play: Offer the guidebook as a standalone cash-and-carry retail purchase, or seamlessly wrap the cost directly into your standard "Pre-Arrangement" package fee structures as a premium, tangible differentiator.

The Bottom Line: It generates high-margin, immediate auxiliary revenue for your front office while giving families an indispensable, practical tool that brings absolute structural relief during a crisis.
Strategy 2: The Pre-Need Package Accelerator (The Ultimate Closing Value-Add)
The Workflow: Include a custom-branded copy of the guidebook as an exclusive, complimentary gift for every family that locks in a pre-need insurance or funeral plan or pre-funded burial contract.

The Play: When families are proactively pre-planning their funerals, they often struggle to bridge the gap between "paying for the service" and "organizing their actual life details" for their kids. By handing them this workbook the moment they sign a contract, you give them a physical reward that answers the question: *'What do my kids do next?'*

The Bottom Line: It serves as a high-value incentive that drives higher closing rates for your pre-need counselors, transforming a standard sales contract into a comprehensive family legacy package.
Strategy 3: Educational Outreach (Death Cafés & Community Seminars)
The Workflow: Host, sponsor or supply guidebooks to local Death Cafés, senior centers, or local community centers hosting open discussions on end-of-life preparation.

The Play: Modern consumers are actively seeking open, taboo-free environments to discuss and plan for the inevitable. Providing this guidebook at these highly popular community workshops gives attendees a physical, non-threatening starting point to take home and fill out around the kitchen table.

The Bottom Line: It positions your brand as a progressive, modern, and deeply compassionate leader in the community, driving high-intent leads back to your firm when these families are ready to finalize their formal arrangements.
Strategy 4: The Holistic Care Integration (Partnering with Death Doulas & Coaches)
The Workflow: Equip local end-of-life doulas, eldercare consultants, and bereavement coaches with co-branded guidebooks to include in their holistic client packages.

The Play: Death doulas and coaches are hired to bring peace, emotional comfort, and structural order to families navigating a terminal diagnosis or active transition. By utilizing this workbook, they have a tangible, step-by-step framework to help families document final wishes and organize accounts calmly, rather than in a state of sudden panic.

The Bottom Line: It gives the doula a premium, practical tool that elevates their consulting practice, while seamlessly embedding your firm's branding into a deeply meaningful, highly supportive pre-planning experience, ensuring you're the first one they think of when the loss occurs.
Strategy 5: The Pre-Planning Workshop Strategy (Interactive Community Education)
The Workflow: Host engaging, interactive community workshops or seminars using our pre-made PowerPoint or Keynote presentation to guide attendees step-by-step through pre-filling their guidebooks.

The Play: By helping attendees document their wishes in real time, you provide immense upfront value and demystify the intimidating process of final arrangements. Instruct attendees to pass the completed book down to their children or chosen beneficiaries. This ensures that when the time comes, the next generation is handed a clear, stress-free roadmap with your logo prominently on the cover.

The Bottom Line: It positions your brand as a modern, transparent, and compassionate educator in the community while building an organic, multi-generational referral loop that naturally directs the family back to your funeral home when it is time to execute the arrangements.

Nursing Homes, Senior Living,
& Hospice Facility Strategies

Strategy 1: The Immediate Care & Review-Protection Loop
The Workflow: Equip your social directors, case workers, and bereavement counselors with case packs of the guidebook.

The Play: When a resident passes or transitions to end-of-life care, families are highly emotional and overwhelmed, which is the primary window where friction and negative online reviews occur.

Handing the family this deeply supportive, practical guidebook provides immediate structural relief, maps out the overwhelming logistics of the next 48 hours+, and showcases a massive level of administrative empathy.

The Bottom Line: By guiding a family through a crisis with tangible order, you protect your facility’s hard-earned digital reputation, de-escalate tension, and give families a deeply comforting tool during their hardest hours.
Strategy 2: Auxiliary Front-Office Revenue (Direct Retail)
The Workflow: Place a prominent, clean display of the guidebooks at your main reception desks, family waiting rooms, or billing offices.

The Play: Offer the workbook as a direct cash-and-carry item for resident families looking to proactively organize their loved one's accounts, insurance details, and personal histories before a crisis hits.

The Bottom Line: It acts as a seamless, high-margin revenue generator for your administrative department while delivering immediate, practical organizational value to the families in your care.
Strategy 3: The Preferred Community Partner Network (Corporate Sponsorship)
The Workflow: Invite a trusted local estate planning attorney or financial advisor to fully fund or co-sponsor your guidebook orders.

The Play: Local legal and financial professionals are constantly looking for ways to get their brand in front of families in transition. By letting a preferred local partner purchase or co-brand these case packs for your facility, you eliminate your own marketing/administrative overhead entirely.

The Bottom Line: Your facility gets to hand out a premium, deeply empathetic retail asset to families completely for free, enhancing your patient care packages while building an elite professional referral network, and helping to ensure you receive glowing reviews.
Strategy 4: The Resident Pre-Planning Workshop (Proactive Family Care)
The Workflow: Host interactive end-of-life planning workshops for your residents and their families using our pre-made PowerPoint presentation.

The Play: When a crisis occurs, grieving families are often forced to make sudden, stressful choices, which can lead to friction, miscommunication, and negative reviews for your facility. By guiding residents to pre-fill their workbooks ahead of time, you give families a clear, comforting roadmap. Residents are instructed to share the completed book with their designated healthcare proxies or heirs, ensuring everyone is on the same page long before a transition occurs.

The Bottom Line: It dramatically lessens the likelihood of negative reviews by replacing chaotic, high-stress situations with organized, peaceful transitions. This proactive approach protects your facility's reputation, reduces the logistical burden on your staff, and provides a deeply compassionate service that sets your community apart.

Elevate Your Reputation

From turnkey bundles to custom branded covers

Tier 1

Traditional

No Setup Required

Free Shipping

  • Standard planner with original cover design (no customization)

  • Premium soft-touch cover with full-color interior layouts

  • Fast-shipping bulk bundles ready to distribute quickly

  • Social Media Deployment Kit

  • Lead Magnet Workshop Kit

Tier 2

Co-Branded Cover

$199 Setup Fee

Free Shipping

  • Everything in Tier 1, plus:

  • Custom exterior branding

  • Your firm’s logo, business or individual name printed directly on the front cover

  • Optional addition of contact information to the cover

  • Optional removal of the feather design from the front cover

Tier 3

Enterprise Custom

$999 Setup Fee

Free Shipping

  • Everything in Tier 2, plus:

  • Full cover and interior layout color matching to your corporate palette

  • Standard dedication page replaced with a custom welcome letter from your firm

  • Additional options available with a custom quote

We Don't Just Sell Books

We Hand You a Turnkey Community Marketing Program

Funeral Planner & Guidebook

Hosting a seminar or resident workshop is the single most effective way to secure contracts and build community trust. But designing presentations and writing scripts from scratch takes weeks of frustration.When you order our custom-branded guidebooks, we give you the entire event in a box:

The Complete Presentation

  • A professionally designed PowerPoint & Keynote deck matching the exact flow of the Guidebook.

  • The workshop is meant to guide attendees through the process of pre-completing the funeral planner.

  • Attendees are then instructed to pass the planner along to their heirs or estate executor.

Word-for-Word Presenter Scripts

  • Gentle, supportive, and emotionally intelligent scripts. No clinical "industry jargon."

Plug-and-Play Marketing Kit

  • Beautifully designed flyer templates and social media images to fill your room effortlessly.

Frequently Asked Questions

What is the process once I place my bulk order?
Your order process depends on the specific tier you purchase:

For Tier 1 (Traditional):
Because this package requires no custom branding, your order skips the design queue completely. It is sent directly to production. Printing and standard ground shipping typically take 10-15 business days.

For Tier 2 & Tier 3 (Branded):
Immediately after checkout, you will be automatically redirected to a secure page to upload your firm's logo and (if applicable) custom branding preferences.

Once your branding assets are received, our design team will generate a realistic digital mockup within 2–3 business days. We will email you this proof for your formal review and approval.

Once your custom digital proofs are approved, printing and standard ground shipping typically take 10–15 business days, depending on your location.
What is the turnaround time for bulk orders?
Our standard design and proofing stage takes 2-3 business days. Once you approve the digital mockups, printing and ground shipping typically take 10-15 business days, depending on your location.
What format should I provide my firm logo in?
For the best printing clarity, we highly recommend vector formats such as SVG, AI, or EPS. However, we also accept high-resolution, transparent PNG files.
Are there any hidden fees or recurring charges?
No. All packages are simple, flat, one-time payments. Tier 1 has zero setup fees. Tier 2 and Tier 3 have a clear, one-time design setup fee added at checkout to cover structural layout and custom design labor.
Can we request a revision after seeing the mockup?
Absolutely. Your satisfaction is our priority. Tiers 2 and 3 include up to two rounds of digital proof revisions to ensure your branding, color matching, and cover layouts look flawless before going to print.
Erin Sommer Headshot

About the Author

Erin Sommer is the founder of Forest City Publishing and a strategic marketing executive with more than 12 years of experience leading marketing and digital operations for an estate planning law firm, financial institutions, and an elite customer experience consulting organization. Throughout her career, she has built systems, streamlined complex processes, and helped people navigate important life decisions through clear communication and thoughtful organization.Her journey to writing this guidebook began 13 years ago when her older brother unexpectedly passed away while attending a conference out of state.As her family struggled to process the shock of losing him, Erin immediately began searching for a funeral planner that could walk them through everything that needed to be done after a death. Instead, she found only funeral pre-planners designed for people planning ahead. There was nothing available to help families who were suddenly faced with making funeral arrangements after an unexpected loss.Determined to help her parents stay organized during an incredibly difficult time, Erin created a binder to keep track of funeral plans, obituary notes, important documents, financial information, and the countless details that quickly become overwhelming after someone dies.Over the next 13 years, she continued creating and improving those binders whenever friends and family experienced the loss of a loved one. Each time, she refined the contents based on real-world experience and the needs of grieving families.Eventually, she realized that if her own family had searched so desperately for a resource like this, many other families were likely searching for the same thing.This guidebook is the result of 13 years of real-world refinement, combined with Erin's professional experience working alongside estate planning attorneys and financial professionals. Her hope is that it provides families with practical guidance, organization, and a sense of direction during one of life's most overwhelming moments.

Funeral Planner & Guidebook

About Forest City Publishing

At Forest City Publishing, we specialize in high-quality, branded funeral planners designed specifically for law firms, estate planners, and funeral homes. We handle the entire design process, seamlessly incorporating your company logo and brand colors right onto the cover of our flagship planners. Whether you want to provide a custom funeral planner as a VIP client gift or deploy them as high-converting lead magnets, our turnkey wholesale solutions make it effortless to keep your brand in front of clients when they need you most.

Funeral Planner & Guidebook

Premium Quality

Funeral Planner & Guidebook

Printed in the USA

Funeral Planner & Guidebook

Fast Turnaround

Deepen Relationships, Strengthen Your Reputation & Differentiate Your Firm.

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✓ White-Label Use

Full permission to print or email directly to your firm's staff and clients. Includes a blank space to add your logo & contact info.

✓ Asset Tracking

Clean grids for account logins, security questions, important document locations, and safe box locations with key codes.

✓ Reduced Overhead

Eliminates the administrative nightmare of missing data during intake. Clients may provide family members with copies as well.

Stop letting missing client account details delay your operations.

Give your families this fillable tracking blueprint to secure vital digital credentials and physical assets before an emergency hits.

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How Firms Use Our Funeral Planner

And How to Maximize the Impact to Your Bottom Line

Law Firms & Financial Institution Strategies

Strategy 1: The COI Referral Engine (Gifting to Funeral Homes)
The Workflow: Gift a wholesale case pack of your co-branded guidebooks directly to a local upscale funeral home.

The Play: Funeral homes want to look as supportive and comprehensive as possible to the grieving families they serve. By gifting them these guidebooks, you give them a premium resource they can pass on to families during arrangement meetings.

The Bottom Line: Because your firm's name and logo sit proudly on the cover and inside pages, the family immediately associates your firm with the structural order they desperately need.

This positions you as the definitive local authority to handle the complex legal estate and probate administration that follows.
Strategy 2: The COI Review-Protection Loop (Partnering with Nursing Homes)
The Workflow: Partner with a local nursing home administrator or social director to provide guidebooks for their resident’s families.

The Play: When a resident passes, families are highly emotional, which is when reactive, negative online reviews often happen. By funding these books for the facility, you allow them to provide immediate structural relief during a crisis, de-escalating emotional tension and protecting the facility's online reputation.

The Bottom Line: As the family navigates the physical workbook to settle their loved one’s affairs, your co-branded info sits at the center of the table, making your firm the natural choice to hire for the ensuing estate settlement.
Strategy 3: The Low-Barrier Client Acquisition Tool (Workshop Giveaway)
The Workflow: Run a local advertisement or educational workshop offering the workbook as a premium incentive.

The Play: Give the guidebook away entirely for free, but only to prospective clients who attend your educational seminar, sit through a webinar, or complete a strategy/discovery session.

The Bottom Line: A beautiful, 123 page physical book carries immense perceived value. Offering it as a complimentary gift for attendance completely eliminates friction, driving record-breaking registration and booking rates for your practice.
Strategy 4: The Funeral Planning Workshop (The Long Game)
The Workflow: Run a local advertisement for a funeral pre-planning workshop.

The Play: Throw a workshop using our pre-made Powerpoint or Keynote (with scripts) where you walk the attendees through pre-completing the funeral planner. At the end of the workshop, encourage them to give the completed planners to their beneficiairies. When the attendee passes, their children will have a guide that carries them through the process.

The Bottom Line: With your name and logo on the front cover, the beneficiaries begin to build brand recognition, and you’re the one they call for help with the estate.
Strategy 5: The Multigenerational Retention Tool (The Client Gift)
The Workflow: Include a co-branded guidebook inside the final estate package delivered to your clients. Instruct them to fill it out completely and explicitly share its location with their adult children.

The Client Script: "As a gift to you, we are including this structured funeral planner. You pre-fill it with your information and then give it to your children. When you pass, it will walk your loved ones step-by-step through the entire funeral and account logging process, ensuring you leave behind a beautiful legacy, not a logistical headache."

The Bottom Line: When a client passes, adult children frequently hire a different firm simply because they have no relationship with their parents' attorney or advisor. This guidebook bridges that exact gap. Your firm’s logo and name sit right on the cover of the book at the kitchen table when the family gathers to handle the estate, ensuring the next generation retains the firm their parents trusted.
Strategy 6: The High-Converting Digital Opt-In (Website Lead Magnet)
The Workflow: Add our custom-branded guidebook in exchange for opting in to your newsletter or scheduling a consultation.

The Play:Offer the workbook as a premium resource to visitors who submit their name, email, and phone number.

The Bottom Line: An asset this thorough captures high-intent, qualified leads actively looking into estate logistics. It builds a powerful subscriber list of prospective clients you can nurture directly into paid consultations.

Funeral Homes & Death Care Industry Strategies

Strategy 1: The Direct Retail Add-In & Pre-Need Package Accelerator
The Workflow: Display the guidebook beautifully on an upscale stand right at your front reception desk, arrangement rooms, or pre-need consultation offices.

The Play: Offer the guidebook as a standalone cash-and-carry retail purchase, or seamlessly wrap the cost directly into your standard "Pre-Arrangement" package fee structures as a premium, tangible differentiator.

The Bottom Line: It generates high-margin, immediate auxiliary revenue for your front office while giving families an indispensable, practical tool that brings absolute structural relief during a crisis.
Strategy 2: The Pre-Need Package Accelerator (The Ultimate Closing Value-Add)
The Workflow: Include a custom-branded copy of the guidebook as an exclusive, complimentary gift for every family that locks in a pre-need insurance or funeral plan or pre-funded burial contract.

The Play: When families are proactively pre-planning their funerals, they often struggle to bridge the gap between "paying for the service" and "organizing their actual life details" for their kids. By handing them this workbook the moment they sign a contract, you give them a physical reward that answers the question: *'What do my kids do next?'*

The Bottom Line: It serves as a high-value incentive that drives higher closing rates for your pre-need counselors, transforming a standard sales contract into a comprehensive family legacy package.
Strategy 3: Educational Outreach (Death Cafés & Community Seminars)
The Workflow: Host, sponsor or supply guidebooks to local Death Cafés, senior centers, or local community centers hosting open discussions on end-of-life preparation.

The Play: Modern consumers are actively seeking open, taboo-free environments to discuss and plan for the inevitable. Providing this guidebook at these highly popular community workshops gives attendees a physical, non-threatening starting point to take home and fill out around the kitchen table.

The Bottom Line: It positions your brand as a progressive, modern, and deeply compassionate leader in the community, driving high-intent leads back to your firm when these families are ready to finalize their formal arrangements.
Strategy 4: The Holistic Care Integration (Partnering with Death Doulas & Coaches)
The Workflow: Equip local end-of-life doulas, eldercare consultants, and bereavement coaches with co-branded guidebooks to include in their holistic client packages.

The Play: Death doulas and coaches are hired to bring peace, emotional comfort, and structural order to families navigating a terminal diagnosis or active transition. By utilizing this workbook, they have a tangible, step-by-step framework to help families document final wishes and organize accounts calmly, rather than in a state of sudden panic.

The Bottom Line: It gives the doula a premium, practical tool that elevates their consulting practice, while seamlessly embedding your firm's branding into a deeply meaningful, highly supportive pre-planning experience, ensuring you're the first one they think of when the loss occurs.
Strategy 5: The Pre-Planning Workshop Strategy (Interactive Community Education)
The Workflow: Host engaging, interactive community workshops or seminars using our pre-made PowerPoint or Keynote presentation to guide attendees step-by-step through pre-filling their guidebooks.

The Play: By helping attendees document their wishes in real time, you provide immense upfront value and demystify the intimidating process of final arrangements. Instruct attendees to pass the completed book down to their children or chosen beneficiaries. This ensures that when the time comes, the next generation is handed a clear, stress-free roadmap with your logo prominently on the cover.

The Bottom Line: It positions your brand as a modern, transparent, and compassionate educator in the community while building an organic, multi-generational referral loop that naturally directs the family back to your funeral home when it is time to execute the arrangements.

Nursing Homes, Senior Living, & Hospice Facility Strategies

Strategy 1: The Immediate Care & Review-Protection Loop
The Workflow: Equip your social directors, case workers, and bereavement counselors with case packs of the guidebook.

The Play: When a resident passes or transitions to end-of-life care, families are highly emotional and overwhelmed, which is the primary window where friction and negative online reviews occur.

Handing the family this deeply supportive, practical guidebook provides immediate structural relief, maps out the overwhelming logistics of the next 48 hours+, and showcases a massive level of administrative empathy.

The Bottom Line: By guiding a family through a crisis with tangible order, you protect your facility’s hard-earned digital reputation, de-escalate tension, and give families a deeply comforting tool during their hardest hours.
Strategy 2: Auxiliary Front-Office Revenue (Direct Retail)
The Workflow: Place a prominent, clean display of the guidebooks at your main reception desks, family waiting rooms, or billing offices.

The Play: Offer the workbook as a direct cash-and-carry item for resident families looking to proactively organize their loved one's accounts, insurance details, and personal histories before a crisis hits.

The Bottom Line: It acts as a seamless, high-margin revenue generator for your administrative department while delivering immediate, practical organizational value to the families in your care.
Strategy 3: The Preferred Community Partner Network (Corporate Sponsorship)
The Workflow: Invite a trusted local estate planning attorney or financial advisor to fully fund or co-sponsor your guidebook orders.

The Play: Local legal and financial professionals are constantly looking for ways to get their brand in front of families in transition. By letting a preferred local partner purchase or co-brand these case packs for your facility, you eliminate your own marketing/administrative overhead entirely.

The Bottom Line: Your facility gets to hand out a premium, deeply empathetic retail asset to families completely for free, enhancing your patient care packages while building an elite professional referral network, and helping to ensure you receive glowing reviews.
Strategy 4: The Resident Pre-Planning Workshop (Proactive Family Care)
The Workflow: Host interactive end-of-life planning workshops for your residents and their families using our pre-made PowerPoint presentation.

The Play: When a crisis occurs, grieving families are often forced to make sudden, stressful choices, which can lead to friction, miscommunication, and negative reviews for your facility. By guiding residents to pre-fill their workbooks ahead of time, you give families a clear, comforting roadmap. Residents are instructed to share the completed book with their designated healthcare proxies or heirs, ensuring everyone is on the same page long before a transition occurs.

The Bottom Line: It dramatically lessens the likelihood of negative reviews by replacing chaotic, high-stress situations with organized, peaceful transitions. This proactive approach protects your facility's reputation, reduces the logistical burden on your staff, and provides a deeply compassionate service that sets your community apart.

How Firms Use
Our Funeral Planner

And How to Maximize the Impact to Your Bottom Line

Law Firms and Financial
Institution Strategies

Strategy 1: The COI Referral Engine (Gifting to Funeral Homes)
The Workflow: Gift a wholesale case pack of your co-branded guidebooks directly to a local upscale funeral home.

The Play: Funeral homes want to look as supportive and comprehensive as possible to the grieving families they serve. By gifting them these guidebooks, you give them a premium resource they can pass on to families during arrangement meetings.

The Bottom Line: Because your firm's name and logo sit proudly on the cover and inside pages, the family immediately associates your firm with the structural order they desperately need.

This positions you as the definitive local authority to handle the complex legal estate and probate administration that follows.
Strategy 2: The COI Review-Protection Loop (Partnering with Nursing Homes)
The Workflow: Partner with a local nursing home administrator or social director to provide guidebooks for their resident’s families.

The Play: When a resident passes, families are highly emotional, which is when reactive, negative online reviews often happen. By funding these books for the facility, you allow them to provide immediate structural relief during a crisis, de-escalating emotional tension and protecting the facility's online reputation.

The Bottom Line: As the family navigates the physical workbook to settle their loved one’s affairs, your co-branded info sits at the center of the table, making your firm the natural choice to hire for the ensuing estate settlement.
Strategy 3: The Low-Barrier Client Acquisition Tool (Workshop Giveaway)
The Workflow: Run a local advertisement or educational workshop offering the workbook as a premium incentive.

The Play: Give the guidebook away entirely for free, but only to prospective clients who attend your educational seminar, sit through a webinar, or complete a strategy/discovery session.

The Bottom Line: A beautiful, 123 page physical book carries immense perceived value. Offering it as a complimentary gift for attendance completely eliminates friction, driving record-breaking registration and booking rates for your practice.
Strategy 4: The Funeral Planning Workshop (The Long Game)
The Workflow: Run a local advertisement for a funeral pre-planning workshop.

The Play: Throw a workshop using our pre-made Powerpoint or Keynote (with scripts) where you walk the attendees through pre-completing the funeral planner. At the end of the workshop, encourage them to give the completed planners to their beneficiairies. When the attendee passes, their children will have a guide that carries them through the process.

The Bottom Line: With your name and logo on the front cover, the beneficiaries begin to build brand recognition, and you’re the one they call for help with the estate.
Strategy 5: The Multigenerational Retention Tool (The Client Gift)
The Workflow: Include a co-branded guidebook inside the final estate package delivered to your clients. Instruct them to fill it out completely and explicitly share its location with their adult children.

The Client Script: "As a gift to you, we are including this structured funeral planner. You pre-fill it with your information and then give it to your children. When you pass, it will walk your loved ones step-by-step through the entire funeral and account logging process, ensuring you leave behind a beautiful legacy, not a logistical headache."

The Bottom Line: When a client passes, adult children frequently hire a different firm simply because they have no relationship with their parents' attorney or advisor. This guidebook bridges that exact gap. Your firm’s logo and name sit right on the cover of the book at the kitchen table when the family gathers to handle the estate, ensuring the next generation retains the firm their parents trusted.
Strategy 6: The High-Converting Digital Opt-In (Website Lead Magnet)
The Workflow: Add our custom-branded guidebook in exchange for opting in to your newsletter or scheduling a consultation.

The Play:Offer the workbook as a premium resource to visitors who submit their name, email, and phone number.

The Bottom Line: An asset this thorough captures high-intent, qualified leads actively looking into estate logistics. It builds a powerful subscriber list of prospective clients you can nurture directly into paid consultations.

Funeral Homes & Death Care
Industry Strategies

Strategy 1: The Direct Retail Add-In & Pre-Need Package Accelerator
The Workflow: Display the guidebook beautifully on an upscale stand right at your front reception desk, arrangement rooms, or pre-need consultation offices.

The Play: Offer the guidebook as a standalone cash-and-carry retail purchase, or seamlessly wrap the cost directly into your standard "Pre-Arrangement" package fee structures as a premium, tangible differentiator.

The Bottom Line: It generates high-margin, immediate auxiliary revenue for your front office while giving families an indispensable, practical tool that brings absolute structural relief during a crisis.
Strategy 2: The Pre-Need Package Accelerator (The Ultimate Closing Value-Add)
The Workflow: Include a custom-branded copy of the guidebook as an exclusive, complimentary gift for every family that locks in a pre-need insurance or funeral plan or pre-funded burial contract.

The Play: When families are proactively pre-planning their funerals, they often struggle to bridge the gap between "paying for the service" and "organizing their actual life details" for their kids. By handing them this workbook the moment they sign a contract, you give them a physical reward that answers the question: *'What do my kids do next?'*

The Bottom Line: It serves as a high-value incentive that drives higher closing rates for your pre-need counselors, transforming a standard sales contract into a comprehensive family legacy package.
Strategy 3: Educational Outreach (Death Cafés & Community Seminars)
The Workflow: Host, sponsor or supply guidebooks to local Death Cafés, senior centers, or local community centers hosting open discussions on end-of-life preparation.

The Play: Modern consumers are actively seeking open, taboo-free environments to discuss and plan for the inevitable. Providing this guidebook at these highly popular community workshops gives attendees a physical, non-threatening starting point to take home and fill out around the kitchen table.

The Bottom Line: It positions your brand as a progressive, modern, and deeply compassionate leader in the community, driving high-intent leads back to your firm when these families are ready to finalize their formal arrangements.
Strategy 4: The Holistic Care Integration (Partnering with Death Doulas & Coaches)
The Workflow: Equip local end-of-life doulas, eldercare consultants, and bereavement coaches with co-branded guidebooks to include in their holistic client packages.

The Play: Death doulas and coaches are hired to bring peace, emotional comfort, and structural order to families navigating a terminal diagnosis or active transition. By utilizing this workbook, they have a tangible, step-by-step framework to help families document final wishes and organize accounts calmly, rather than in a state of sudden panic.

The Bottom Line: It gives the doula a premium, practical tool that elevates their consulting practice, while seamlessly embedding your firm's branding into a deeply meaningful, highly supportive pre-planning experience, ensuring you're the first one they think of when the loss occurs.
Strategy 5: The Pre-Planning Workshop Strategy (Interactive Community Education)
The Workflow: Host engaging, interactive community workshops or seminars using our pre-made PowerPoint or Keynote presentation to guide attendees step-by-step through pre-filling their guidebooks.

The Play: By helping attendees document their wishes in real time, you provide immense upfront value and demystify the intimidating process of final arrangements. Instruct attendees to pass the completed book down to their children or chosen beneficiaries. This ensures that when the time comes, the next generation is handed a clear, stress-free roadmap with your logo prominently on the cover.

The Bottom Line: It positions your brand as a modern, transparent, and compassionate educator in the community while building an organic, multi-generational referral loop that naturally directs the family back to your funeral home when it is time to execute the arrangements.

Nursing Homes, Senior Living,
& Hospice Facility Strategies

Strategy 1: The Immediate Care & Review-Protection Loop
The Workflow: Equip your social directors, case workers, and bereavement counselors with case packs of the guidebook.

The Play: When a resident passes or transitions to end-of-life care, families are highly emotional and overwhelmed, which is the primary window where friction and negative online reviews occur.

Handing the family this deeply supportive, practical guidebook provides immediate structural relief, maps out the overwhelming logistics of the next 48 hours+, and showcases a massive level of administrative empathy.

The Bottom Line: By guiding a family through a crisis with tangible order, you protect your facility’s hard-earned digital reputation, de-escalate tension, and give families a deeply comforting tool during their hardest hours.
Strategy 2: Auxiliary Front-Office Revenue (Direct Retail)
The Workflow: Place a prominent, clean display of the guidebooks at your main reception desks, family waiting rooms, or billing offices.

The Play: Offer the workbook as a direct cash-and-carry item for resident families looking to proactively organize their loved one's accounts, insurance details, and personal histories before a crisis hits.

The Bottom Line: It acts as a seamless, high-margin revenue generator for your administrative department while delivering immediate, practical organizational value to the families in your care.
Strategy 3: The Preferred Community Partner Network (Corporate Sponsorship)
The Workflow: Invite a trusted local estate planning attorney or financial advisor to fully fund or co-sponsor your guidebook orders.

The Play: Local legal and financial professionals are constantly looking for ways to get their brand in front of families in transition. By letting a preferred local partner purchase or co-brand these case packs for your facility, you eliminate your own marketing/administrative overhead entirely.

The Bottom Line: Your facility gets to hand out a premium, deeply empathetic retail asset to families completely for free, enhancing your patient care packages while building an elite professional referral network, and helping to ensure you receive glowing reviews.
Strategy 4: The Resident Pre-Planning Workshop (Proactive Family Care)
The Workflow: Host interactive end-of-life planning workshops for your residents and their families using our pre-made PowerPoint presentation.

The Play: When a crisis occurs, grieving families are often forced to make sudden, stressful choices, which can lead to friction, miscommunication, and negative reviews for your facility. By guiding residents to pre-fill their workbooks ahead of time, you give families a clear, comforting roadmap. Residents are instructed to share the completed book with their designated healthcare proxies or heirs, ensuring everyone is on the same page long before a transition occurs.

The Bottom Line: It dramatically lessens the likelihood of negative reviews by replacing chaotic, high-stress situations with organized, peaceful transitions. This proactive approach protects your facility's reputation, reduces the logistical burden on your staff, and provides a deeply compassionate service that sets your community apart.
Funeral Planner & Guidebook

Increase client retention.Protect your brand authority.Position your firm as an empathetic leader.

Ensure you're the one they call.

Choose the Option That's Right for You

From Individual Copies to Wholesale, We Have It Covered

Family and
Individual Copies

Quantities 1 to 24

Perfect for families who want a helpful resource to guide them through one of life's most difficult times.

Wholesale and
Custom Branded

Quantities 25 or More

Ideal for businesses and professionals who want to provide added value to the families they serve.

Family and
Individual Copies

Quantities 1 to 24

Perfect for families who want a helpful resource to guide them through one of life's most difficult times.

Wholesale and
Custom Branded

Quantities 25 or More

Ideal for businesses and professionals who want to provide added value to the families they serve.

Family & Individual Copies

select your preferred retailer below

The Funeral Planner & Guidebook

A Comprehensive Workbook & Guide to Plan a Funeral After a Loss

This guide is meant to help families plan a meaningful service, handle important details, and navigate the days ahead with clarity and confidence.

Wholesale & Custom Branded Options

Choose your tier & order quantity to view pricing

Tier 1

Traditional

No Setup Required

Free Shipping

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  • Standard planner with original cover design (no customization)

  • Premium soft-touch cover with full-color interior layouts

  • Fast-shipping bulk bundles ready to distribute quickly

  • Social Media Deployment Kit

  • Lead Magnet Workshop Kit

Tier 2

Co-Branded Cover

$199 Setup Fee

Free Shipping

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  • Everything in Tier 1, plus:

  • Custom exterior branding

  • Your firm’s logo, business or individual name printed directly on the front cover

  • Optional addition of contact information to the cover

  • Optional removal of the feather design from the front cover

Tier 3

Enterprise Custom

$999 Setup Fee

Free Shipping

function navigateToStripe3() { var dropdown = document.getElementById("tier3-quantity"); var selectedUrl = dropdown.value; if(selectedUrl) { window.location.href = selectedUrl; } }

  • Everything in Tier 2, plus:

  • Full cover and interior layout color matching to your corporate palette

  • Standard dedication page replaced with a custom welcome letter from your firm

  • Additional options available with a custom quote

Frequently Asked Questions

What is the process once I place my bulk order?
Your order process depends on the specific tier you purchase:

For Tier 1 (Traditional):
Because this package requires no custom branding, your order skips the design queue completely. It is sent directly to production. Printing and standard ground shipping typically take 10-15 business days.

For Tier 2 & Tier 3 (Branded):
Immediately after checkout, you will be automatically redirected to a secure page to upload your firm's logo and (if applicable) custom branding preferences.

Once your branding assets are received, our design team will generate a realistic digital mockup within 2–3 business days. We will email you this proof for your formal review and approval.

Once your custom digital proofs are approved, printing and standard ground shipping typically take 10–15 business days, depending on your location.
What is the turnaround time for bulk orders?
Our standard design and proofing stage takes 2-3 business days. Once you approve the digital mockups, printing and ground shipping typically take 10-15 business days, depending on your location.
What format should I provide my firm logo in?
For the best printing clarity, we highly recommend vector formats such as SVG, AI, or EPS. However, we also accept high-resolution, transparent PNG files.
Are there any hidden fees or recurring charges?
No. All packages are simple, flat, one-time payments. Tier 1 has zero setup fees. Tier 2 and Tier 3 have a clear, one-time design setup fee added at checkout to cover structural layout and custom design labor.
Can we request a revision after seeing the mockup?
Absolutely. Your satisfaction is our priority. Tiers 2 and 3 include up to two rounds of digital proof revisions to ensure your branding, color matching, and cover layouts look flawless before going to print.

Contact Forest City Publishing

Text or Call: (440) 253-0905
[email protected]Forest City Publishing
14616 Pearl Rd
Unit #1074
Strongsville, OH 44136
(By Appointment Only)

Schedule a Call

We're available to discuss any questions you may have

Privacy Policy
Effective Date: June 25, 2026Forest City Publishing ("we," "our," or "us"), operator of funeralandestate.com, is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website or purchase our products.1. Information We Collect
Personal Data: We may collect personally identifiable information, such as your name, shipping address, billing address, email address ([email protected]), and phone number, when you voluntarily purchase a product or sign up for our digital downloads.Financial Data: Financial data related to payments (such as credit card numbers) are processed securely by our third-party payment processors (e.g., Stripe, PayPal). We do not store your financial details on our servers.2. How We Use Your Information
We use the collected information to fulfill orders, process transactions, deliver digital resources, improve website functionality, and communicate updates or promotional offers regarding our guidebooks.3. Information Sharing
We do not sell, trade, or rent your personal information to third parties. We may share data with trusted service providers who assist us in operating our website, conducting our business, or serving our users (e.g., shipping fulfillment and email marketing platforms).4. Data Security
We implement standard administrative and technical security measures to safeguard your personal data. However, please note that no electronic transmission over the internet can be guaranteed 100% secure.5. Your Rights
You have the right to access, correct, or request the deletion of your personal data at any time. To exercise these rights, please contact us at the email provided below.6. Contact Us
If you have questions about this Privacy Policy, please contact us at:Email: [email protected]

Terms of Service
Effective Date: June 25, 2026Welcome to funeralandestate.com. By accessing or using our website, purchasing our physical guidebooks, or utilizing our digital downloads, you agree to be bound by these Terms of Service.1. Use of Site and Intellectual Property
All content on this website, including text, graphics, book layouts, planner designs, and digital resources, is the property of Forest City Publishing and is protected by copyright laws. You may not reproduce, redistribute, or resell any physical or digital assets without explicit written consent from the author, Erin Sommer.2. No Legal or Financial Advice
The materials provided in our guidebooks, planners, and website resources are designed strictly for logistical organization and informational purposes. They do not constitute formal legal, financial, or estate-planning advice. For specific legal or financial binding arrangements, users are advised to consult a qualified attorney or financial professional.3. Purchases and Refunds
By placing an order, you agree to provide current, complete, and accurate purchase and account information. We reserve the right to refuse or cancel orders at our sole discretion. Due to the immediate delivery nature of digital products and custom physical items, refund policies are handled on a case-by-case basis through our customer support team.4. Limitation of Liability
Forest City Publishing and its representatives shall not be liable for any direct, indirect, incidental, or consequential damages resulting from the use or inability to use our products, or for any administrative omissions made by users during their personal estate management.5. Governing Law
These Terms of Service shall be governed by and construed in accordance with the laws of the State of Ohio, United States, without regard to its conflict of law provisions.6. Contact Information
For inquiries regarding these terms, please contact:Email: [email protected]